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NACCO Industries
NC

49 hedge funds and large institutions have $94.8M invested in NACCO Industries in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

11% more funds holding

Funds holding: 44 → 49 (+5)

6% more capital invested

Capital invested by funds: $89.3M → $94.8M (+$5.43M)

0.89% less ownership

Funds ownership: 43.88% → 43% (-0.89%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PGCM
Prescott Group Capital Management
Oklahoma
+$3.08M
2
Two Sigma Investments
Two Sigma Investments
New York
+$684K
3
MP
McDonald Partners
Ohio
+$570K
4
Renaissance Technologies
Renaissance Technologies
New York
+$513K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$454K

Top Sellers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
-$8.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$490K
3
CC
Corton Capital
Ontario, Canada
-$289K
4
DU
Delphia (USA)
Ontario, Canada
-$233K
5
Morgan Stanley
Morgan Stanley
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$320K -$96K -2,918 -26%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$255K – – –
Morgan Stanley
28
Morgan Stanley
New York
$199K -$102K -3,108 -38%
Citigroup
29
Citigroup
New York
$148K +$125K +3,784 New
DA
30
Denali Advisors
California
$98K – – –
Wells Fargo
31
Wells Fargo
California
$80K +$26.6K +808 +65%
Bank of America
32
Bank of America
North Carolina
$57K -$527 -16 -1%
BAM
33
Byrne Asset Management
New Jersey
$45K +$38.2K +1,160 New
JP Morgan Chase
34
JP Morgan Chase
New York
$40K +$8.39K +255 +34%
Deutsche Bank
35
Deutsche Bank
Germany
$27K – – –
CA
36
Clearstead Advisors
Ohio
$9K +$1.35K +41 +21%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$7K – – –
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$5.02K -$99 -3 -2%
WT
39
Whittier Trust
California
$3K – – –
EI
40
Ellevest Inc
New York
$2K -$922 -28 -33%
Osaic Holdings
41
Osaic Holdings
Arizona
$2K -$165 -5 -9%
CWP
42
Concord Wealth Partners
Virginia
$2K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2K +$1.94K +59 New
CCA
44
Column Capital Advisors
Indiana
$1K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$1K +$955 +29 New
MG
46
Magnolia Group
Nebraska
– -$8.16M -224,907 Closed
DU
47
Delphia (USA)
Ontario, Canada
– -$233K -6,426 Closed
C
48
Covestor
United Kingdom
– -$99 -3 -38%
1
2

NC Hedge Fund Activity: Q1 2022 in Review

49 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2022, worth a combined $94.8M — up 6.1% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Prescott Group Capital Management, adding an estimated $3.08M. The largest seller was Magnolia Group, exiting entirely with an estimated $8.16M sold.

  • 49 institutional investors held NACCO Industries (NC) as of Q1 2022, up from 44 in Q4 2021.
  • Funds reported $94.8M of NACCO Industries stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q1 2022 and 2 closed out, a net change of +5 holders.
  • The largest NACCO Industries buyer in Q1 2022 was Prescott Group Capital Management, an estimated $3.08M added.
  • The largest NACCO Industries seller in Q1 2022 was Magnolia Group, an estimated $8.16M sold.

Based on aggregated 13F filings for Q1 2022.